How to Edit a Session Note
To edit a session note, first you must go to the clients profile and access their session notes.
- Locate the client on All Clients or My Clients
- Click on their name to open their profile
- Click the Session Notes button in the upper right
Editing an In Progress Session Note
To edit a session note that is still in progress please take the following steps:
- Click the Edit button beside the appropriate session note
- Make the appropriate changes
- Click Save Note to save the changes manually (they are autosaved) or Complete Note if the note is done
Editing a Completed Session Note
To edit a session note that is completed please take the following steps:
- Click the Edit button beside the appropriate session note
- Make the appropriate changes
- Click Update Note to save the changes
- Changes to the session note will be viewable by clicking on the last updated date and will open in a separate window
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